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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,489 | $91,037-69.8% | $71,671-61.6% | $147,586-81.4% |
| Participation rate | 25.0% | 76.1%-51.1pp | 68.7%-43.7pp | 82.8%-57.8pp |
| Annual return | -59.09% | 20.48%-79.6pp | 20.65%-79.7pp | 578.59%-637.7pp |
| Employer contribution / active EE | $0 | $3,327-100.0% | $2,460-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $743 | $4,498-83.5% | $3,438-78.4% | $5,439-86.3% |
| Admin fee / account holder | $336 | $8,613-96.1% | $5,558-94.0% | $10,886-96.9% |